CreativeOne Wealth’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,524
Closed -$450K 1064
2024
Q3
$450K Buy
+4,524
New +$450K 0.02% 660
2024
Q2
Sell
-4,450
Closed -$442K 776
2024
Q1
$442K Buy
+4,450
New +$442K 0.02% 598
2023
Q3
Sell
-4,768
Closed -$474K 600
2023
Q2
$474K Buy
4,768
+556
+13% +$55.3K 0.02% 508
2023
Q1
$420K Buy
+4,212
New +$420K 0.02% 517